About Us
The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.
Partner Websites
Walsh & Nicholson Financial Group
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
The Compliance Pathway Q2
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 14, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals
A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.
June 16, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
AI Isn’t Liable for the Mistake. You Are.
Artificial intelligence is powerful. It’s also wrong more often than people want to admit.
If you use AI to support or deliver professional services, any mistake it makes is still your responsibility. Not the software’s. Not the vendor’s. Yours.
April 1, 2026
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Property and Casualty
Identity hijacking is surging. Here’s what leaders need to know.
Cyber incidents across our client base have been sharper, faster and more costly this year. Even organizations with strong controls are being hit in ways that look very different from past attacks.
March 13, 2026
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Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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Property and Casualty
AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.
The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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